Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.90%
3 year
4.00%
5 year
—
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2022 onward derived from N-PORT monthly returnsRisk statistics
61 months through Feb. 28, 2026Volatility (ann.)
5.13%
Sharpe
0.90
Sortino
1.60
Max drawdown
-16.30%
Best month
3.22%
Worst month
-3.60%
Beta vs VBTLX
0.89
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.